topic I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do? in After you file

I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do?

heyward — Mon, 19 Aug 2019 20:54:23 GMT

Re: I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do?

DoninGA — Mon, 19 Aug 2019 20:58:38 GMT

A Form 8962 cannot be completed without the Form 1095-A.

Go to this healthcare.gov website for the 1095-A - https://www.healthcare.gov/tax-form-1095/

Use this procedure for a Form 8962 requested by the IRS -

Sign into your account with the same login you used when you filed your 2018 return.
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2018 online tax return.
Select the Federal tab
Select the Health Insurance tab.
Answer the questions about your health insurance which includes entering your 1095-A.
Select Tax Tools (found on the left panel), then select Print Center below it.
Choose Print, save, or preview this year’s return.
Select View or print.
Select Form 8962 and Form 1040 and print them.
Send the following to the IRS address or FAX number given in your IRS letter:

Form 8962, Premium Tax Credit
Copy of your Form 1095-A, Health Insurance Marketplace Statement
A copy of the IRS letter that you received.

Only if the refund or owed amount has changed: Also include your Form 1040

Re: I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do?

davecipriani — Tue, 01 Dec 2020 21:18:32 GMT

Mine isn't showing "add a state" at the bottom like the picture. My Federal and State (California) returns were already accepted but then i got a letter saying the same thing, that i needed to turn in 1095-A and 8962. So i can't get the form.

Re: I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do?

DoninGA — Tue, 01 Dec 2020 21:38:24 GMT

@davecipriani wrote:

Mine isn't showing "add a state" at the bottom like the picture. My Federal and State (California) returns were already accepted but then i got a letter saying the same thing, that i needed to turn in 1095-A and 8962. So i can't get the form.

The TurboTax online editions for tax year 2019 are closed. You will have to download your 2019 tax data file from the online account. Then you will need to install on a personal computer one of the 2019 desktop editions.

If you paid for one of the 2019 online editions you can contact TurboTax support and they can push a 2019 desktop installation file to your download account - https://support.turbotax.intuit.com/contact/

Otherwise you will have to purchase, download and install on a personal computer (Windows or Mac) one of the 2019 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show. Click on the Year and Click on Download .tax file

After the 2019 software has been installed, start the program. Click on the File menu at the top left of the desktop program screen. Click on Open Tax Return. Browse to the location where you downloaded the tax data file to open.

Open your return. If you haven't already saved a separate copy of your tax file to make these changes, select File on the top left of your screen. (The other File refers to your tax return.)
Choose Save as, enter a new name for your return, and select Save.
Search for 1095-a and select the Jump to link.
Answer the questions about your health coverage.
When you return to the Your 2019 Deductions & Credits screen, select File (top left of screen) and choose Print.
Select Specific Forms.
Select the checkbox for Form 8962 and print it.
If your refund or balance due has changed, print Form 1040 too.
1. You can check if your refund changed by comparing line 21a on your original 1040 and the one you just printed. If you had a balance due, check line 23.
Send the following to the IRS address or fax number given in your IRS letter:
1. Form 8962, Premium Tax Credit.
2. Copy of your Form 1095-A, Health Insurance Marketplace Statement.
3. A copy of the IRS letter that you received.
4. Only if the refund or owed amount has changed: also include page 2 of your 1040

Re: I'm trying to amend my return to show form 8962. But we for some reason didn't get 1095-A from Covered California. What can I do?

Critter-3 — Tue, 01 Dec 2020 22:06:32 GMT

The 2019 amendment program is available now and is easy to download ... the add the 1095-A to populate the 8962 then print it out and send with the 1095-A to the IRS as directed in the notice you got.

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-a-2019-return-in-turbotax/00/1238456